Nasdaq - Delayed Quote USD

Fidelity Puritan Fund (FPURX)

25.78 -0.06 (-0.23%)
At close: 8:06 AM EDT
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DELL
  • Previous Close 25.84
  • YTD Return 9.68%
  • Expense Ratio 0.47%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 21.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 30.29B
  • Beta (5Y Monthly) 1.03
  • Yield 1.52%
  • 5y Average Return --
  • Holdings Turnover 52.00%
  • Last Dividend 0.09
  • Inception Date May 9, 2008

The fund invests approximately 60% of assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds), when its outlook is neutral. It invests at least 25% of total assets in fixed-income senior securities.

Fidelity Investments

Fund Family

Allocation--50% to 70% Equity

Fund Category

30.29B

Net Assets

2008-05-09

Inception Date

Performance Overview: FPURX

Trailing returns as of 6/5/2024. Category is Allocation--50% to 70% Equity.

YTD Return

FPURX
9.68%
Category
9.69%
 

1-Year Return

FPURX
22.29%
Category
27.06%
 

3-Year Return

FPURX
5.74%
Category
11.00%
 

5-Year Return

FPURX
11.91%
Category
10.26%
 

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Holdings: FPURX

Top 10 Holdings (25.66% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 6.07%
NVDA
NVIDIA Corporation 3.91%
AMZN
Amazon.com, Inc. 3.34%
GOOG
Alphabet Inc. 2.48%
META
Meta Platforms, Inc. 2.33%
ETN
Eaton Corporation plc 1.88%
LLY
Eli Lilly and Company 1.66%
BSX
Boston Scientific Corporation 1.41%
MRVL
Marvell Technology, Inc. 1.35%
MA
Mastercard Incorporated 1.22%

Sector Weightings

SectorFPURX
Technology   29.48%
Industrials   13.16%
Healthcare   12.06%
Energy   2.74%
Real Estate   0.37%
Utilities   0.32%

Recent News: FPURX

Research Reports: FPURX

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